• Voya research signaled expanding demand for advisors to support small businesses beyond retirement plans, with owners seeking broader workforce and financial strategy guidance.
• Among owners offering a retirement plan, 95% wanted help enabling employees to save beyond plan limits; 92% wanted retention support; 91% valued executive compensation guidance.
• Owners also pointed to ownership-transition needs, with 69% seeking tax-efficient transition support.
• A separate consumer survey showed 77% were unsure a favorite local business would survive 5-10 years; 88% would be disappointed to lose one.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Voya Financial Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 202607020800BIZWIRE_USPR_____20260702_BW223944) on July 02, 2026, and is solely responsible for the information contained therein.